Note that because the Workflow Portal is an administrative site, it should not be made accessible to the public internet. Any applications that access InterConnect should be set up on a separate web server from the Workflow Portal and B1WebAPI, as outlined in the diagram below.
- Run the Workflow Portal installer on the SAP Business One server where B1WebAPI is installed.
- Step through the installer welcome screen and prerequisites as shown below.
- Select the components to be installed, as outlined below:
- zed Workflow will install Workflow Portal web files.
- Install WorkFlow Service will install the default production-ready workflow service. Select this option for most installations.
- Install Test WorkFlow Service will install a second test-ready workflow service. Select this option when a second workflow service is needed, such as when installing a test environment on the same system as a production environment.
- Configure IIS Website will create and configure a web instance within IIS that points to the installed web files.
Choose the Install Location for Workflow Portal web files. A separate Portal website installation must be completed for each SAP Business One company.
After pressing Install, wait a few minutes while the web files are created.
- Configure Workflow Portal to connect to the previously installed B1WebAPI.
- Use the … button to open the dialog.
- Select the B1WebAPI Enabler Config file.
- Press Okay.
- Select the desired B1 Company profile from the drop-down. If you don’t see any companies, make sure to press the … button to select the file manually. This will reload the file and populate the drop-down.
- Press Okay.
- If the option to Configure IIS Website was selected, the following configuration screen will be displayed. Enter all details as described below. For a typical install, ensure “Name” is unique and leave the remaining settings as default, then press okay.
Important: Firewall Rules may prevent access to the website. Ensure that the website and firewall rules have been configured so the website is accessible to the target audience.
- Generate New Website will create a new website within IIS for Workflow Portal. Default settings can be used. Name must be unique, so if multiple installations are needed, make sure all have different names, for example: zed Workflow Prod versus zed Workflow Test.
- Use Existing Site will associate Workflow Portal with the selected IIS website.
- Virtual Directory settings can be configured to use the root existing virtual directory, or to create a virtual directory within the IIS website. The default is to use the existing virtual directory.
- Complete the installation by pressing the Finish button, shown below.
- Confirm that the Workflow Portal website has been successfully installed by opening the website.
Once Workflow Portal is installed and Logging has been configured, the system is ready for a custom integration. See the InterConnect Reference Guide for more information about custom Workflows and REST-API data access.